Fiduciary Group LLC Reduced Holdings in Q3 2024

Fiduciary Group LLC

  • $971 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
-93
- 1.12%
$175.1 - $223.38 $16.3K - $20.8K
8.23K $1.82M
VZ
Verizon Communications Inc

Communication Services
-2.01K
- 1.5%
$38.89 - $45.0 $78.2K - $90.5K
132K $5.94M
CSCO
Cisco Systems, Inc.

Technology
-768
- 0.99%
$44.74 - $53.22 $34.4K - $40.9K
77.1K $4.1M
MCD
Mcdonalds Corp

Consumer Cyclical
-59
- 0.68%
$245.82 - $304.51 $14.5K - $18K
8.62K $2.62M
APD
Air Products & Chemicals, Inc.

Basic Materials
-81
- 0.71%
$247.34 - $300.11 $20K - $24.3K
11.3K $3.35M
EQIX
Equinix Inc

Real Estate
-19
- 0.54%
$749.0 - $890.01 $14.2K - $16.9K
3.49K $3.1M
BLK
Black Rock Inc.

Financial Services
-13
- 0.45%
$782.27 - $949.51 $10.2K - $12.3K
2.86K $2.71M
V
Visa Inc.

Financial Services
-300
- 0.67%
$253.74 - $291.56 $76.1K - $87.5K
44.7K $12.3M
XLU
Utilities Sector Spdr

ETFs
-793
- 1.65%
$67.67 - $80.78 $53.7K - $64.1K
47.4K $3.83M
VEA
Vanguard Ftse Developed Market

ETFs
-15.7K
- 3.75%
$47.6 - $53.31 $747K - $837K
403K $21.3M
AXP
American Express CO

Financial Services
-102
- 0.47%
$225.92 - $271.17 $23K - $27.7K
21.5K $5.82M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.48K
- 3.2%
$475.2 - $527.7 $1.18M - $1.31M
75.1K $39.6M
KO
Coca Cola CO

Consumer Defensive
-1.06K
- 0.91%
$62.69 - $73.01 $66.2K - $77.1K
116K $8.31M
MA
Mastercard Inc

Financial Services
-106
- 0.59%
$429.6 - $500.99 $45.5K - $53.1K
17.8K $8.79M
ISRG
Intuitive Surgical Inc

Healthcare
-263
- 1.13%
$416.14 - $494.01 $109K - $130K
23K $11.3M
META
Meta Platforms, Inc.

Communication Services
-209
- 1.31%
$453.41 - $572.44 $94.8K - $120K
15.8K $9.02M
AON
Aon PLC

Financial Services
-617
- 2.67%
$293.16 - $351.06 $181K - $217K
22.5K $7.79M
UNP
Union Pacific Corp

Industrials
-444
- 0.79%
$221.78 - $256.09 $98.5K - $114K
56.1K $13.8M
SO
Southern CO

Utilities
-2.97K
- 2.82%
$77.0 - $90.52 $229K - $269K
103K $9.25M
AMT
American Tower Corp

Real Estate
-782
- 2.07%
$192.27 - $242.73 $150K - $190K
36.9K $8.59M
ORCL
Oracle Corp

Technology
-426
- 0.91%
$125.9 - $170.35 $53.6K - $72.6K
46.2K $7.87M
BX
Blackstone Inc.

Financial Services
-547
- 1.17%
$120.77 - $159.66 $66.1K - $87.3K
46.3K $7.1M
JNJ
Johnson & Johnson

Healthcare
-663
- 0.72%
$145.48 - $167.38 $96.5K - $111K
91.9K $14.9M
SBUX
Starbucks Corp

Consumer Cyclical
-1.01K
- 1.24%
$72.51 - $98.6 $73.3K - $99.7K
80.8K $7.88M
RTX
Raytheon Technologies Corp

Industrials
-1.19K
- 1.37%
$99.55 - $123.34 $119K - $147K
86.1K $10.4M
HD
Home Depot, Inc.

Consumer Cyclical
-257
- 0.71%
$333.64 - $405.2 $85.7K - $104K
36.1K $14.6M
MCO
Moodys Corp

Financial Services
-483
- 1.02%
$421.49 - $494.67 $204K - $239K
47.1K $22.3M
WMT
Walmart Inc.

Consumer Defensive
-503
- 0.25%
$66.91 - $81.4 $33.7K - $40.9K
198K $16M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-421
- 0.75%
$405.19 - $478.57 $171K - $201K
55.4K $25.5M
Activity Summary
Buys All Purchases 88 New Holdings 6 Increased Positions 82 Sells All Sells 130 Reductions 130 Sold out 0 Options Calls 0 Puts 0
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